Saturday, September 24, 2016

Answering common questions with Office 365 Part 3

This is the third article in a series of typical customers questions around Office 365. These questions were part of presentation I did with two other resellers at the Australian Microsoft Partner Conference in 2016. You’ll find the first part of the series here:

Answering common questions with Office 365 Part 1

Answering common questions with Office 365 Part 2

The question for this article is:

My team has to manage a lot of documents for a lot of clients and we have trouble working effectively with this information when you also combine it with data from email and other sources. How can Office 365 be used to allow my business to be more effective with the information we are producing?

There are so many ways that this question can be answered with Office 365. Consider the following as simply an overview of what is possible.

The most important thing to appreciate about Office 365 is that all the information you put in there is searchable. The results from any search are ‘security trimmed’. That means you only see results that you have access to view.

For most users Delve provides a single pane of glass across nearly all of your Office 365 services.

How can I find people and information in Office Delve?

I have written articles about the importance of Delve but this one probably sums up things best:

Delve should be the centre of your Office 365 universe

Delve is available across all Office 365 suites and if you haven’t as yet looked at it then start here:

Introducing Office Delve

Powered by Officegraph

What is Office Delve?

How does Office Delve know what is relevant to me?

Also importantly, you can get Delve on your mobile devices:

Introducing Office Delve Mobile Apps

as well as you Windows 10 desktop:

Delve on Windows 10 app

Most Office 365 users also get a personal location called OneDrive for Business in which they can store all their documents.

What is OneDrive for Business?

They will get around 1TB of space into which they can store and share their personal files. This means they can move information stored on their local desktop, PC, USB drives, etc into a secure location that only they have access to and that they can share from with others, inside and outside the organisation if they want. It is important to note that OneDrive for Business is not designed as a file server replacement, it is designed for personal use. SharePoint Team Sites and Office 365 Groups are more the locations for information that needs to be shared with a teams of people.

There are many other products that do personal file sharing but here’s an overview of why OneDrive for Business is a superior technology.

Why OneDrive for Business

Given that Office 365 is much more than just emails and file storage I’d recommend you review my article:

Where to put data in Office 365?

to give you a better idea of what all the options are.

Now I mentioned Office 365 Groups as another location in which you can save your information. Office 365 Groups is great if you simply need an email distribution and single place to store common files. For a better idea of what Office 365 Groups are all about have a look at:

Office 365 groups: A quick tour of new user and admin experiences

If you then needs to add tasks to your collaboration you should have a look at Office 365 Planner:

Get started quickly with Microsoft Planner

However, if your needs exceed the functionality of both Office 365 Groups and Planner then it is time to consider SharePoint Team Sites for a fully blown ‘intranet’ style experience.

What is SharePoint

Getting started with SharePoint

Remember, that everything you put into a SharePoint Team Site is searchable, including the text inside documents. Team Sites allow you to create a hierarchical structure much like a file server but add in collaboration features like calendars, wikis, lists, etc.

You can get more functionality by using ‘metadata’ to tag your information to make it easier for your users to filter and sort.

Create managed metadata column

Set up metadata navigation for a list or library

The great thing is that you can customise your metadata to exactly suit your needs.

Another service available to Enterprise Office 365 Plans is a private video portal called Office 365 Video. In here you can place and share videos with your team. This is a great place for training resources as well as recordings from Skype for Business.

Meet Office 365 video

Manage your Office 365 video portal

You can also embed these videos directly into your SharePoint Team Site quickly and easily.

Another member of the Microsoft Cloud family is CRM. This allows you to manage contacts, sales, etc. but will soon also allow you to manage your financials thanks to the recently announced Dynamics 365.

Dynamics 365

Turning business process into business advantage for organizations everywhere

The big advantage these additional Microsoft Cloud products provide is the fact that access is governed by the same login users have for Office 365. This provides greater integration and management that few other services can match.

Another location that your team can collaborate together is in Yammer. Yammer provides an enterprise social network to share information publically which has so many benefits to the business. I’ve outlined many of these here:

The Business of Yammer

Don’t forget also that many Office 365 suites provide your users with the latest Office desktop software on their PC’s, Macs and mobile devices. They get at least 5 installation on each platform to ensure that everyone has the same version of the software. As an Office 365 subscriber you receive continuing free upgrades to this software automatically so you don’t need to worry whether everyone has the ‘latest’. They will.

Finally, Office 365 is also going to provide you the ability to automate your business process and information via a number of different tools such as:

Microsoft Flow

Microsoft Powerapps

SharePoint Workflows

In summary, Office 365 gives a lot of ways to manage and work more effectively with your information. It also provides you with the opportunity to improve the way you work today, become more effective and save time. It really is a single platform dedicated to better information management, accessed via a single login that is always constantly evolving and improving. In short, Office 365 is more than email and file storage, it is a full suite of productivity services to help your business better manage your information.

Watch out for the answers to more common questions with Office 365 coming soon.